
24
March
Tax Planning Workshop: Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022
Description
Tax planning is more complex, important, and deadline-driven than ever in 2022 due to the tax and financial tumult.
This workshop will review valuable information including:
- 2021 Tax Brackets
- State and Local Taxes (SALT)
- 2021 Long-term Capital Gains Tax Rates
- Charitable Deduction
- Retirement Plans
- Overlooked Tax Items and Deductions
- Proactive Tax Planning for 2022
- 2022 Tax Brackets
- 2022 Long-term Capital Gains Tax Rates
- 2022 Retirement Contribution Plan Limits
- Annual Exclusion Gifts
- Above the Line Charitable Deduction Increase
- Family Tax Bracket Management
- Roth IRA Conversion Benefits
- Qualified Charitable Distributions (QCD)
Thursday, March 24, 2022
at 6:30 PM PDT
Watch The Replay Here
(Please feel free to share this invitation with your friends and families)
Date and Time
Thu, Mar 24, 2022
6:30p - 7:15p PST